Offense, Defense and Special Teams
Offense, Defense and Special Teams
We know there are many options from which to choose when it comes to your family's, or business', financial security. We investigate and discuss your needs, wants and wishes before making a plan or reommendation.
To help secure your financial future, we implement three different strategies: offensive, defensive, and special teams.
Developing Your Offensive Game Plan
RETIREMENT & INVESTING
- Traditional and Roth IRA
- 401(K), SIMPLE, SEP
- Annuities
- Executive Bonus and Deferred Compensation
- Mutual Funds
- Coverdell Educational IRA and Section 529 Plans
Building Your Defensive Strategies
- LIFE INSURANCE
- Individual, Spouse, Child
- Business Partner, Key Employee
- Survivorship for Estate Preservation
- DISABILITY INSURANCE
- Individual and Group
- Business Overhead
- LONG TERM CARE
- Individual and Endorsed Group
Coordinate Your Special Teams
PROFESSIONAL ADVISORS
- Estate Planning and Implementation
- Tax Planning and Consulting
- Banking, Real Estate, Mortgage
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
